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JPMorgan Chase

4,725 hedge funds and large institutions have $615B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,930 increasing their positions, 2,115 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.25% less ownership

Funds ownership: 72.27%71.02% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 944913 (-31)

13% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $12.4B

Holders
4,725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
913
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8B
Puts
$12.4B
Net Calls
Net Calls Change

Top Buyers

1 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$1.61B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$983M
5
UBS AM
UBS AM
Illinois
-$967M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
2926
Gould Asset Management
California
$1.86M
TVAMP
2927
Tennessee Valley Asset Management Partners
Tennessee
$1.85M
PWM
2928
PBMares Wealth Management
Virginia
$1.85M
WFA
2929
WJ Financial Advisors
Connecticut
$1.85M
NFSG
2930
Newbridge Financial Services Group
Florida
$1.85M
BCM
2931
Barden Capital Management
Texas
$1.85M
RBWA
2932
RFG - Bristol Wealth Advisors
Massachusetts
$1.85M
CIM
2933
Corda Investment Management
Texas
$1.84M
WRPWM
2934
Werba Rubin Papier Wealth Management
California
$1.84M
FCIM
2935
Fairview Capital Investment Management
California
$1.83M
CTFG
2936
Capstone Triton Financial Group
Oklahoma
$1.83M
CICI
2937
Capital Investment Counsel Inc
North Carolina
$1.83M
SWM
2938
Shakespeare Wealth Management
Wisconsin
$1.83M
BF
2939
Brucke Financial
Indiana
$1.83M
MWP
2940
Moller Wealth Partners
$1.83M
CIG
2941
Cascade Investment Group
Colorado
$1.82M
CCA
2942
Carrera Capital Advisors
Michigan
$1.82M
KA
2943
Kercheville Advisors
Texas
$1.82M
SFB
2944
STAR Financial Bank
Indiana
$1.82M
FB
2945
First Bancorp
Maine
$1.81M
B
2946
Barings
North Carolina
$1.8M
PW
2947
PUREfi Wealth
Massachusetts
$1.8M
Harris Associates
2948
Harris Associates
Illinois
$1.8M
PFW
2949
Petros Family Wealth
Minnesota
$1.8M
MHC
2950
May Hill Capital
Massachusetts
$1.79M